Moodys Tax partners with AI firm to offer TOSI tool
The tax on split income rules are viewed as highly complex
Top Stories in Practice
Expert tips to help your clients avoid fraud
The IFB summit covered warning signs and prevention measures
- By: Michelle Schriver
- November 6, 2019 November 6, 2019
- 14:43
Rethinking referral arrangements
Insights from a regulatory audit were shared at the Vantage Series
- By: Michelle Schriver
- October 31, 2019 October 31, 2019
- 10:36
Providing bespoke advice in the face of automation
Speakers at the Vantage Series discussed adapting value propositions to clients' changing needs
- By: Michelle Schriver
- October 29, 2019 October 29, 2019
- 15:30
Have you ever been trolled online?
Advisors weigh in
- By: Michelle Schriver
- October 25, 2019 October 25, 2019
- 13:01
Client Confidential: Michael V. Smith
Money and relationship stress
- By: Susan Goldberg
- October 25, 2019 October 25, 2019
- 13:00
Using social media to extend your reach
But be wary of your own power
- By: Gil Martinez
- October 25, 2019 October 28, 2019
- 13:00
Finding the courage to be a leader
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
- By: Michelle Schriver
- October 25, 2019 October 25, 2019
- 13:00
Banking on common ground
Sticky advice may have a lot to do with demographic similarities
- By: Mark Burgess
- October 25, 2019 October 25, 2019
- 13:00
Decoding your clients
How technology and genetics will impact financial planning
- By: Mark Burgess
- October 25, 2019 October 25, 2019
- 13:00
AMF, Finance Montréal create fintech research position
UQAM professor Richard Guay will chair the scientific committee
- By: Staff
- October 22, 2019 October 22, 2019
- 13:01
WealthBar scoops up financial planning software provider
WealthBar will invest in Snap Projections to grow the team
- By: Staff
- October 21, 2019 October 22, 2019
- 11:26
How to give advice that sticks
Start by tailoring your advice to your client's mindset
- By: Greg Dalgetty
- October 2, 2019 October 2, 2019
- 15:18
Cut a long story short
Craft a compelling narrative about yourself, and put it where everyone will see it
- By: Gil Martinez
- September 20, 2019 September 20, 2019
- 15:00
Assante launches online platform with WealthBar
The digital service is only for Assante clients
- By: Staff
- September 13, 2019 September 13, 2019
- 10:53
How Canadians feel about AI in financial services
A TD report breaks down the enthusiasm, and the unease
- By: Maddie Johnson
- September 13, 2019 September 13, 2019
- 09:39
What is a common client pain point when creating or implementing a financial plan? How do you help clients overcome it?
Advisors weigh in
- By: Michelle Schriver
- September 20, 2019 September 20, 2019
- 15:00
Ignore climate risk at your peril
Advisors have every reason to boost sustainable investing knowledge
- By: Mark Burgess
- September 20, 2019 September 26, 2019
- 15:00
Client Confidential: Christine Sharma
A homeowner at 25
- By: Susan Goldberg
- September 20, 2019 September 20, 2019
- 15:00
FP Canada Institute launches education programs
Programs will be mandatory for those seeking the CFP
- By: Staff
- October 2, 2019 October 2, 2019
- 10:56
Get your CE credits before year’s end
The IIROC cycle ends Dec. 31, 2017
- By: Staff
- December 15, 2017 March 19, 2019
- 00:00
Personal tax season — Are you ready?
Take this CE Course, which consists of a slide presentation and accompanying audio.
- By: Michelle Connolly
- March 17, 2017 August 22, 2019
- 00:00